IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
-$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.55M
3
+$3.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.77M
5
SIRI icon
SiriusXM
SIRI
+$2.61M

Top Sells

1
+$33.7M
2
+$19.8M
3
+$15.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.17%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2951
$4K ﹤0.01%
1,814
-7,348
2952
$4K ﹤0.01%
86
-54
2953
$4K ﹤0.01%
2,406
-363
2954
$4K ﹤0.01%
100
2955
$4K ﹤0.01%
4,195
+2,616
2956
$4K ﹤0.01%
663
-774
2957
$4K ﹤0.01%
202
+20
2958
$4K ﹤0.01%
153
-179
2959
$4K ﹤0.01%
227
+25
2960
$3K ﹤0.01%
112
-100
2961
$3K ﹤0.01%
191
-8
2962
$3K ﹤0.01%
143
-132
2963
$3K ﹤0.01%
+46
2964
$3K ﹤0.01%
80
-18
2965
$3K ﹤0.01%
302
2966
$3K ﹤0.01%
200
2967
$3K ﹤0.01%
180
-820
2968
$3K ﹤0.01%
37
2969
$3K ﹤0.01%
+201
2970
$3K ﹤0.01%
100
2971
$3K ﹤0.01%
1,000
-400
2972
$3K ﹤0.01%
75
-200
2973
$3K ﹤0.01%
143
-29
2974
$3K ﹤0.01%
51
-70
2975
$3K ﹤0.01%
95
-1,057
117 118
119
120 121